Skip to content
Disclosery

Family Firm, Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Firm, Inc. on VNQ, newest first. How the timeline and the estimate are built.

Family Firm, Inc. held 67,538 VNQ shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 67,538 shares
    Change vs previous 13F -1,354 shares

    1.45% of the 13F portfolio, value $6,014,958.

    13F-HR 0001602603-25-000003 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 68,892 shares
    Change vs previous 13F -230,183 shares

    1.39% of the 13F portfolio, value $6,237,449.

    13F-HR 0001602603-25-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 299,075 shares
    Change vs previous 13F +1,375 shares

    1.32% of the 13F portfolio, value $5,942,836.

    13F-HR 0001602603-25-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 297,700 shares
    Change vs previous 13F +2,987 shares

    1.39% of the 13F portfolio, value $6,343,281.

    13F-HR 0001602603-24-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 294,713 shares
    Change vs previous 13F +231,770 shares

    1.17% of the 13F portfolio, value $5,236,591.

    13F-HR 0001803084-24-000006 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 62,943 shares
    Change vs previous 13F +46 shares

    1.33% of the 13F portfolio, value $5,443,328.

    13F-HR 0001602603-24-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 62,897 shares
    Change vs previous 13F +429 shares

    1.43% of the 13F portfolio, value $5,557,604.

    13F-HR 0001602603-24-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 62,468 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,726,299.

    13F-HR 0001602603-23-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).